Meet Our Team of Experts

We bring together a skilled team of financial experts and certified software consultants that become an engaged and trusted extension of our client’s business.

Robert Scherer

President

Robert Scherer is the President and Founder of Plumb, with more than 20 years of business and financial experience planning and managing complex programs for clients in a variety of different industries. He has worked with companies with annual revenues ranging from start-up to over $100 million.

Prior to founding Plumb, Scherer was the CFO for one of the largest reinforcing steel contractors in California. He is also former President and board member of the Construction Financial Management Association (CFMA). His expertise in the building and development industry has resulting in over 75 national and local speaking engagements.

Scherer graduated from the University of Central Florida with a Bachelor of Science in Finance and a minor in International Business. He holds an MBA from San Diego State University. He resides with his wife and three children in Mission Hills.

Anneke Stender

Executive Vice President

Anneke Stender is Plumb's Executive Vice President and is the head of Family Office Accounting and Bill Pay divisions. Anneke has over 15 years of experience in the financial and accounting industry. She oversees Plumb's Family Office Accounting and Bill Pay division, including managing a team of client relationship managers, new business development and implementing a strategic plan for the division's growth into new industries and geographic areas.

Stender joined Plumb in 2003 as the company's corporate Controller and was quickly promoted to become a key member of the executive management team. She oversaw the operations and the internal accounting department and directed all financial activities for the corporation.

Stender graduated Summa Cum Laude from San Diego State University with a Bachelor of Science Degree in Finance. She is actively involved in networking organizations such as Estate Planning Council of San Diego, ProVisors, La Jolla Probate, North County Estate Planning Council and STEP. She is a board member for the Scripps Health Foundation Gift Planning Advisory Board. She resides in San Diego with her husband and three children.

Justin Atneyel

Vice President - Outsourced Corporate Accounting

As the Vice President of Plumb's Outsourced Corporate Accounting divisions, Atneyel works directly with clients providing CFO-level accounting services for corporations in various industries, as well as high-net-worth families and individuals. He also manages a team of Staff Accountants, Accounting Managers, and Controllers who deliver fractional accounting and project-based work for Plumb clients across the country. In addition, he leads the marketing and sales efforts to focus on new business development and expand growth into Orange County and Los Angeles areas.

Prior to joining Plumb, Atneyel served as a Controller/CFO for a startup manufacturing and engineering firm at the age of 20 years old where he managed operations of the accounting and human resources department. He was responsible for building out the finance staff and working with management to establish an organizational structure adequate for achieving the company's goals. Atneyel and the team of executives grew the company from a startup with less than five employees to a company that had a staff of 25+ with revenues over $10MM.

Atneyel graduated Cum Laude in the top 10% of his class at Pepperdine University with a Business Management degree in Accounting. He also belongs in Beta Gamma Sigma Honor Society.

Olivia Roemer

Software Division Manager

Olivia Roemer oversees Plumb's Sage Construction Software division, including managing a team of Sage Certified Consultants, new business development and implementing a strategic plan for the divisions growth into new geographic areas. In addition, she educates and provides consulting services for users of Sage 300 CRE and creates custom reports and formulas to be used in unique business operations.

Roemer joined Plumb in 2009 as an Accounting Consultant to provide controller-level accounting services for the construction industry. She has over 15 years of accounting and construction software experience. Roemer is passionate about helping businesses learn and effectively use their construction accounting software to assist with making critical business decisions.

Roemer is a Certified Sage 300 Construction and Real Estate (Timberline) Consultant and CCIFP (Certified Construction Industry Financial Professional).

Louay Karana

Client Relationship Manager - Family Office Accounting

Louay Karana is a Client Relationship Manager for Plumb’s Family Office Accounting division. He provides full-cycle accounting services for corporations and high-net-worth families, specializing in analysis and preparation of financial statements, including accompanying schedules, annual and quarterly reports, budgeting and cash forecasting.

As a CRM, he oversees a team of Accountants to approve and review account reconciliations, bill payments and monitoring AP and AR. His strengths consists of initial client set-up and developing business processes and procedures to streamline the overall accounting system.

Karana has over six years of experience in the financial industry. He completed Dale Carnegie courses in Effective Communication and Human Relations/Skills for Success.

He earned a Business Administration Degree in Accounting from San Diego State University.

Rikki McVay

Client Relationship Manager - Family Office Accounting

Rikki McVay is a Client Relationship Manager and oversees the team of accountants for Plumb's Mississippi office. She provides full-cycle outsourced accounting services for corporations and high-net-worth families, specializing in analysis and preparation of financial statements, including accompanying schedules, annual and quarterly reports, budgeting and cash forecasting.

As a CRM, she provides guidance to her team and reviews financial statements, account reconciliations, bill payments and monitoring AP and AR. Her strengths consist of initial client set-up and developing business processes and procedures to streamline the overall accounting system.

McVay has over 15 years of experience in Accounting and Human Resources. She started her accounting career as a bookkeeper for a private investor family office in Los Angeles and has worked in Controller-level positions for various businesses throughout the years. Her industry experience includes private investment accounting, intellectual assets, and retail. She is also versed in HR Management with experience in recruiting, employee relations, benefits administration, employee handbooks, wage laws and terminations.

McVay earned an English degree from UCLA and went on to study Financial and Managerial Accounting through UCLA Extension. She has completed courses in Federal and CA State Income Tax, Economics, Statistics and Business Administration. She also regularly attends SDEA’s Annual Labor Law Update seminars. She has completed Dale Carnegie courses in Secrets of Motivation.

Suzanne Slatkin

Client Relationship Manager - Family Office Accounting

Suzanne Slatkin is a Client Relationship Manager for Plumb Family Office Accounting. She oversees a team of Accounting Managers and Client Associates with a complex portfolio of high-net-worth families, their companies, trusts, and foundations. She has extensive experience managing and maintaining accounting operations, transaction-processing operations, creating policies and procedures and producing timely and accurate financial statements with supporting schedules.

In addition, Slatkin is an experienced CPA with a demonstrated accounting background in tax research and preparation, nonprofit industry and providing financial analysis.

She earned a Bachelor of Science Degree in Accounting from the University of Albany, SUNY.

Nicole Fukumoto

Accounting Manager

Nicole Fukumoto is an Accounting Manager at the La Jolla office for Plumb. She provides full-cycle outsourced accounting services for corporations and nonprofit organizations. She is knowledgeable, experienced, and highly motivated in all functions of the financial accounting process, personnel management, payroll, audits, and taxes.

As an Accounting Manager, Nicole serves as an engaged and trusted extension of each client's business, delivering timely and dependable results.

She earned her Master's degree in Business Administration from the University of Hawaii at Manoa. She has a Bachelor of Science degree in Accounting from San Diego State University.

Jana Oles

Bill Pay Supervisor

Jana Oles is a Bill Pay Supervisor for Plumb's Bill Pay division. She works with a team of Bill Pay Leads and Associates to handle bill pay services for family offices and individuals with a complex financial life. Plumb Bill Pay is highly customizable with services ranging from bill payment, recordkeeping, cash flow reporting, mail and vendor management, wire transactions and expense tracking.

Jana earned her Bachelor of Business Administration, Accounting from Texas A&M University-Corpus Christi and MBA from Boston University Questrom School of Business.

For more information on Plumb Bill Pay, visit: Plumbbillpay.com

Bambi Derby

Bill Pay Supervisor

Bambi Derby is is a Bill Pay Supervisor for Plumb's Bill Pay division. She works with a team of Bill Pay Leads and Associates to handle bill pay services for family offices and individuals with a complex financial life. Plumb Bill Pay is highly customizable with services ranging from bill payment, recordkeeping, cash flow reporting, mail and vendor management, wire transactions and expense tracking.

For more information on Plumb Bill Pay, visit: Plumbbillpay.com

Sue Mercer

Operations Manager - Family Office Accounting and Bill Pay

Sue is the Operations Manager for the Family Office Accounting and Bill Pay division. Sue has over 20 years of accounting, financial and operations experience and assists in the continued growth of the division.

Matthew Hauser

Onboarding Specialist

Matthew Hauser is the Onboarding Specialist for Plumb Bill Pay. He works with a team of Bill Pay Associates to provide bill pay services and cash flow reporting to family offices and high-net-worth individuals.

Matthew and his team of accounting experts set up bill payments, manage wire transfers, monitor spending patterns, reconcile accounts and produce cash flow reports. Robust security measures are put into place for every client and all sensitive information is encrypted and uploaded to a private cloud portal.

For more information on Plumb Bill Pay, visit: Plumbbillpay.com

Leilani Evans

Construction Software Sales Associate

Leilani Evans is responsible for generating new business and assisting with software demonstrations for clients in the construction and real estate development industries. With over five years of experience in sales and the software industry, she works to support the Certified Sage Consultants and drive the success of the business unit. Evans analyzes various market segments within the construction industry and helps to identify the right solution based on company size, industry and specific needs, including accounting, job costing, project management and estimating.

Prior to joining Plumb, Evans was the Director of Business Development for CyberActive, Inc., an innovative software solution for the driver safety industry. She orchestrated partnerships with districts, courts, and organizations across the country in addition to establishing program requirements in accordance with regulatory agencies.

Evans earned a Bachelor of Science Degree in Business Administration from California Polytechnic State University – San Luis Obispo and is working on a Master of Arts Degree in Strategic Communications from National University.

Claudine Matsunaga

Client Relationship Manager - Outsourced Corporate Accounting

Claudine is a Client Relationship Manager for Plumb's Corporate Accounting division. She has 6 years of professional experience in accounting and works with a team of experts to provide accounting solutions to clients.

Claudine has a Bachelors's degree in Business Administration and a Masters's degree in Accounting from the University of Pheonix.

Nancy Nelson

Controller and Human Resource Manager

Nancy Nelson is Plumb's Controller and Human Resource Manager. With over 20 years of experience in Finance and Accounting, she is an expert in her field.

Nancy graduated from California State University, Los Angeles with a Bachelor's degree in Accounting.

James Server

Director of Information Technology

James Server works as Plumb's internal Director of Information Technology as a Microsoft Certified Systems Engineer. He also provides outsourced IT services for a number of Plumb clients, helping with the design and setup of computers and other related hardware, networks, Microsoft Exchange Servers, and SQL databases.

Server is a Sage Certified Consultant for MAS 90/200 and Application Consultant. He works with a variety of businesses providing implementation, troubleshooting and designing MAS software solutions.

He received his Bachelor of Science (BS) degree in Aerospace, Aeronautical and Astronautical Engineering from Embry-Riddle Aeronautical University.

Taylor Ricca

Marketing Coordinator

Taylor Ricca is the Marketing Coordinator for Plumb and is responsible for brand awareness and lead generation.

She has a Bachelor's degree in Marketing from the University of Hawaii at Manoa.